Sophy Xinyu Chen
Sr Finance Operations Project Manager @Palomar
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WORK HISTORY
Sr Finance Operations Project Manager @Palomar
Work directly with multiple Project Managers to help them understand the financial progress (variances) of each project and ensure they stay on track.Implement and enhance accounting department processes and systems.Coordinate training plans and create comprehensive SOPs for the accounting department to ensure each team member is up to date on the latest practices.Work with BAs and Devs to automate processes and improve the accounting systems.Prepare journal entries and bank reconciliations and review general ledger accounts and supportingschedules for month-end close.Review broker commission reports and prepare monthly and quarterly override reports.Ensure internal SOX compliance and fulfill mid-year and year-end external audit requests.
EDUCATION
Tulane University - A.B. Freeman School of Business
Bachelor’s Degree, Accounting and Finance and Marketing
Santa Barbara City College
Economics
Taiyuan No. 5 Middle school
High School
ABOUT SOPHY XINYU CHEN
With over four years of experience in finance operations, accounting, and billing, I am a senior project manager at Palomar Specialty Insurance Company, a leading provider of catastrophe insurance. My mission is to help the company achieve its financial goals and optimize its processes and systems.In my current role, I work directly with multiple project managers to monitor and report on the financial progress and variances of each project, ensuring they stay on track and comply with internal and external standards. I also implement and improve accounting department processes and systems, creating comprehensive SOPs, automating workflows, and preparing journal entries and bank reconciliations. Additionally, I review broker commission reports, ensure SOX compliance, and fulfill audit requirements. I am proficient in Microsoft Office, research, and project management, and I have earned multiple certifications in programming, customer analytics, and Google Analytics.
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